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Brett Carson

CFA

Director of Research

(402) 691-4490

As Director of Research, Brett is directly responsible for managing several of our strategies, including Perennial Growth, Long Term Trend and Write Income. Additionally, the Research department conducts thorough analyses of companies to identify undervalued stocks that carry attractive upside potential.

Brett graduated from the University of Nebraska – Lincoln and immediately moved to Baltimore to work as an Analyst for a firm that provided research on small-to-mid cap companies for mutual funds and hedge funds. After five years, his employer was kind enough to let him move back home to be closer to his family and work remotely from Omaha. After working for that firm for 12 years, Brett decided to join Carson Wealth in September 2011 to pursue his career goal of becoming a Portfolio Manager. Brett became a CFA charter holder in 2005.

While Brett and his wife love to travel (Brazil, Russia, Peru, Vietnam, Costa Rica, Spain), their new passion is their 11-month old boy, Charlie. He is also an avid sports and music fan and loves to golf and go to concerts.

Getting to know Brett

Favorite food: Rack of lamb

Favorite quote: “Not everything that counts can be counted, and not everything that can be counted counts.” – Einstein

Armstrong Purselley

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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2019 Armstrong Purselley Wealth Management Group. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.

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